Description

This award acknowledges service providers with a proven track record of providing advisors with superior support. Whether it is managing orders efficiently or reducing turnaround times, that support is increasingly key for advisors looking to better satisfy investor clients. This award recognizes the industry player that has mastered that service to the advisor on one of a number of fronts.

Criteria

Open to any company or individual that provides a service to the financial planning industry (e.g. insurance, back office, coaching, training, marketing, printing, etc.)

• Criteria for judges include an explanation of the service the business provides to the financial industry, what extra value the business brings to the traditional provision of that service and how it demonstrates a sustained effort and commitment to advisors. It will also acknowledge success through client retention and growth, including development of repeat and referral business strategies

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